Associate Portfolio Manager, Manulife Securities Incorporated
Life Insurance Advisor, Manulife Securities Insurance Inc.
Milan has spent the past decade helping individuals and their families develop a better financial strategy. He started his work career in the late 1980’s with a consulting firm in the financial services industry, and earned the globally recognized Chartered Financial Analyst (CFA) charter in 1994. In the early 1990’s he moved to a subsidiary of Thomson Reuters to develop an electronic network which distributed research and data to Canada’s largest fund managers, teaching them how to leverage technology for making better informed investment decisions. His experience with Canada’s largest pension funds, as well as being through many market cycles, has left him well equipped to help his clients develop a sound strategy for growing their wealth, and an awareness of the importance of protecting wealth and developing prudent and tax-efficient income and estate planning strategy.
Milan enjoys building close relationship with his clients. His approach is a natural extension from his life-long passion for sports, particularly track & field, where he was a top-ranked decathlete and hurdler in the early 1980's, winning a number of national titles. Now as a financial coach, he helps clients set realistic goals, determine a plan for achievement, and executing that plan.
Milan remains active today with his three daughters and spouse, participating in alpine ski racing, cycling, tennis, and golf. While he spends most weekdays in Toronto or Sudbury, he can often be found in Collingwood, enjoying activities the region offers.
Associate Advisor, Manulife Securities Incorporated
Luc has been working in the financial industry for over 20 years. After working several years for investment management companies, Luc decided to pursue his passion of helping individuals achieve their financial goals. He enjoys educating clients and will spend the required time to make sure each client is comfortable with their unique plan. His career experience allows him to identify quality fund managers and create portfolios that meet each client’s individual needs.
Luc grew up in Chelmsford and attended Laurentian University where he obtained his Honours Bachelor of Commerce. He has also obtained the Chartered Investment Manager (CIM) designation.
Luc lives in Richmond Hill with his wife, daughter and son. He enjoys reading and learning, which allows him to maintain his knowledge of the investment industry. He also enjoys hockey, running and cycling.
Marketing Assistant, Manulife Securities Incorporated
Mary-Anne was born and raised in Sudbury, and considers this beautiful community her home. She began working with Manulife Securities in 2019, and it has been a wonderful extension of the work she has been doing as an administrator and executive assistant over the last 37 years. Mary-Anne loves interacting with clients and takes great pride in being the first point of contact to address their needs. She is driven and organized which is beneficial not only in her work at Manulife Securities, but also in her role as Walk Coordinator for the ALS Society over the last 16 years, and more recently as Regional Manager of North and South East Ontario for the past 2 years. Her volunteered time as Walk Coordinator has led to more than $500,000 in donations to the ALS Society of Canada, which offers support to families and their loved ones living with ALS. ALS is very near and dear to her heart.
Mary-Anne is a mother to three adult kids, and three fur babies. Travelling, family time, cooking and visiting her camp in Alban are among her favourite ways to spend her free time.